June 11, 2020
Webinar: Estate Planning Opportunities in a Low Interest, Rate and Value Environment
Marcum Advisory & Consulting Forum Webinar Series
Original Broadcast
Thursday, June 11, 2020
Download Webinar Material
As your trusted advisors, Withers Bergman and Marcum are committed to sharing the best information available concerning the Coronavirus (COVID-19) crisis to our clients and colleagues during this time. Please join us for a webinar discussing estate planning strategies and investment options to consider in our current state of market uncertainty and its impact on the valuations of securities.
TOPICS INCLUDE
- Coronavirus (COVID-19) impact on the planning environment
- Coronavirus (COVID-19) impact on the valuation of privately-held businesses
- Planning techniques in a depressed economy
- Annual exclusion gifts
- Irrevocable trusts with exemption amount
- Grantor Retained Annuity Trusts (“GRATs”)
- Intra-Family loans
- Note sales to intentionally defective grantor trusts
SPEAKERS:
Louis Piscatelli, Esq. Withers Bergman LLP
Kenneth J. Pia, Jr., Partner & Business Valuation Industry Leader, Marcum LLP
